Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Royce Small Cap Trust Inc (RVT)

207 + Investors. Track Smart Money conviction in RVT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — RVT

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
201 hedge funds hold RVT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

122 buying73 selling
Last quarter: 122 funds were net buyers (37 opened a brand new position + 85 added to an existing one). Only 73 were sellers (43 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new RVT position: 27 → 29 → 24 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 19% medium ■ 24% new
114 out of 201 hedge funds have held RVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~37 new funds/quarter

26 → 27 → 29 → 24 → 37 new funds/Q
New funds entering each quarter: 27 → 29 → 24 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Entry-cohort mix of 201 holders: 116 (58%) are 2+ year veterans, 28 entered 1–2 years ago, and 57 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
17 of 200 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RVT

In 2026 Q1, 122 hedge funds were net buyers of RVT (37 opened a new position, 85 added to an existing one), while 73 reduced or exited (43 trimmed, 30 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 55% of total institutional value in RVT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 201.

Hedge Fund Ownership: RVT

How many hedge funds hold RVT — quarterly history vs. share price
Quarterly hedge fund ownership of RVT vs. share price

Market Analysis: RVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RVT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: RVT
207 + Investors

Track Smart Money conviction in RVT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 207 201 2.99%
13F Shares 39M 36M 7.82%
Total Value $674M $559M 20.49%
New Positions 32 37 -5
Increased Positions 87 85 +2
Closed Positions 26 30 -4
Reduced Positions 47 43 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RVT

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Institutional Holders (2026 Q2)

207 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RVT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RVT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 7.49% 192,509 $3.6M
2 Paller Financial Services Inc 4.19% 303,412 $5.6M
3 Cypress Capital Management LLC (WY) 3.76% 243,763 $4.5M
4 Shaker Financial Services, LLC 3.50% 605,745 $11.2M
5 Intrepid Family Office LLC 2.13% 155,643 $2.9M
6 Blue Bell Private Wealth Management, LLC 1.55% 674,729 $12.5M
7 Advisory Advocates, LLC 1.44% 90,631 $1.7M
8 Waterfront Wealth Inc. 1.39% 495,162 $9.0M
9 WJ Financial Advisors LLC 1.02% 75,025 $1.4M
10 Samalin Investment Counsel, LLC 0.85% 147,347 $2.7M
11 Comprehensive Money Management Services LLC 0.81% 69,950 $1.3M
12 Logan Stone Capital, LLC 0.76% 195,674 $3.6M
13 Quantedge Capital Pte Ltd 0.76% 54,300 $1.0M
14 Z3 Capital Partners, LLC 0.72% 186,663 $3.4M
15 RB Capital Management, LLC 0.62% 171,223 $3.2M
16 Saba Capital Management, L.P. 0.59% 1,247,806 $23.0M
17 Concorde Asset Management, LLC 0.58% 54,600 $1.0M
18 PMG Family Office LLC 0.57% 33,453 $618K
19 Delta Wealth Advisors LLC 0.54% 40,866 $755K
20 Alexander Randolph Advisory, Inc. 0.53% 35,134 $649K
21 Rivernorth Capital Management, LLC 0.53% 607,243 $11.2M
22 Kennedy Investment Group, INC. 0.49% 77,383 $1.4M
23 Bay Rivers Group 0.34% 53,475 $988K
24 Accel Wealth Management 0.27% 65,508 $1.2M
25 Closed-End Fund Advisors, Inc. 0.25% 13,638 $252K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Royce Small Cap Trust Inc (RVT)

What does the Smart Money Trend signal show for RVT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RVT?

More buyers than sellers — 63% buying: Last quarter: 122 funds were net buyers (37 opened a brand new position + 85 added to an existing one). Only 73 were sellers (43 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RVT holders?

Elite ownership — 55% AUM from top-100 funds: 17 of 200 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RVT?

57% of holders stayed for 2+ years: 114 out of 201 hedge funds have held RVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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